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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $40,426 |
Filed as: MML INVESTORS SERVICES INC Service code 53 · EIN 04-2746212 | Insurance Commissions | $10,912 |
Service code 14 | Plan Administrator | $5,980 |
Filed as: JOHN HERBERT Service code 56 | Non-monetary compensation | $403 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
Filed as: JOHN R HERBERT Service code 56 3921 OLD LEE HIGHWAY SUITE 7 · FAIRFAX, VA 22030 | Non-monetary compensation | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 60 | Sub-TA Fees | $0 |
Filed as: RETIREMENT BENEFIT SOLUTIONS LLC Service code 14 · EIN 54-1953648 5103 BACKLICK ROAD SUITE C · ANNANDALE, VA 22003 | Plan Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,734 | $36,916-8.6% | $156,551-78.5% | $57,658-41.5% |
| Participation rate | 37.5% | 63.4%-25.9pp | 84.0%-46.5pp | 70.2%-32.7pp |
| Annual return | 5.36% | 12.38%-7.0pp | 32.23%-26.9pp | 5.13%+0.2pp |
| Employer contribution / active EE | $424 | $1,571-73.0% | $5,501-92.3% | $1,974-78.5% |
| Participant deferral / active EE | $1,541 | $1,926-20.0% | $4,871-68.4% | $3,061-49.6% |
| Admin fee / account holder | $242 | $82+193.5% | $13,028-98.1% | $95+156.1% |